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Gauzy is a fully-integrated light and vision control company that develops, manufactures, and markets advanced technologies across four distinct business segments. The company specializes in smart glass solutions using suspended particle device and liquid crystal technologies that enable windows, partitions, and transparent surfaces to dynamically control light transmission on demand. In the automotive sector, Gauzy supplies smart glass for vehicle windows, roofs, and side mirrors, alongside advanced driver assistance systems and camera monitoring solutions designed to enhance safety and efficiency. The architecture division provides smart glass technologies for commercial, residential, and hospitality applications through partnerships with glass fabricators and installers. Gauzy's aeronautics business delivers cabin and cockpit shading systems to commercial and business aircraft as a certified supplier. The safety technology segment offers AI-powered driver assistance systems, collision avoidance technology, and advanced vision control solutions for enhanced road safety. Headquartered in Tel Aviv, Israel, with production facilities across Israel, Germany, France, and the United States, Gauzy distributes its products through direct channels and a certified partner network spanning over 30 countries.
$0.37
$0.01 (-3.90%)
EOD Jul 17, 2026
The business is unprofitable at the operating level (-29.74% margin). The thesis depends entirely on whether and when it reaches sustainable profitability.
Revenue up 32.8% YoY with margins expanding 10.3pp.
Negative free cash flow of -$44M. The business is consuming cash, not generating it.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$97M
▲ +32.8% YoY
Net Income (TTM)
-$38M
▲ +32.9% YoY
Op. Margin
-35.53%
▲ +10.3pp YoY
ROIC
-20.99%
▲ +3.9pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
-$31M
▼ -4.8% YoY
Op. Cash Flow (TTM)
-$19M
▲ +18.9% YoY
Net Debt
$43M
Cash & Equiv.
$6M
3Y CAGR: +141.9%
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Gauzy (GAUZ)'s valuation is best read against its own history, its peers, and the growth its price implies. A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Gauzy scores 38/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full . This is analysis, not investment advice.
Gauzy scores 38 out of 100 on Intrinsiqq's quality score, a weighted blend of 6 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a -35.5% operating margin and a -21.0% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. you should weigh GAUZ's valuation and scores 38/100 on quality (lower-quality). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.